Integration

Connect Brevo to PandaDoc

When something happens in Brevo, your agent does the next thing in PandaDoc. Describe it in plain language and the automation is built, tested on every branch and kept running.

Brevo16 triggersBrevo15 actionsPandaDoc3 triggersPandaDoc19 actions

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What do you want Brevo and PandaDoc to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Brevo and PandaDoc

Triggers and actions 19 triggers · 34 actions

Trigger
Company Added
Triggers when a company is created in Brevo.
Trigger
Company Updated
Triggers when a company is updated in Brevo.
Trigger
Contact Added
Triggers when a Brevo contact is added.
Trigger
Contact Subscribed to List (instant)
Instant trigger — fires when a contact is added to a list (Brevo marketing webhook event listAddition). Self-registering via the Brevo Create/Delete webhook API.
Trigger
Contact Unsubscribed
Triggers when a contact unsubscribes from an email campaign in Brevo.
Trigger
Contact Updated (instant)
Instant trigger — fires when a contact is updated (Brevo marketing webhook event contactUpdated). Self-registering via the Brevo Create/Delete webhook API.
Trigger
Deal Added
Triggers when a deal is created in Brevo.
Trigger
Deal Stage Updated
Triggers when a deal's stage is updated in Brevo.
Trigger
Link Clicked
Triggers when a Brevo contact clicks on any link in a Brevo email campaign.
Trigger
Marketing Email Delivered
Triggers when a Brevo campaign marketing email is delivered.
Trigger
Marketing Email Hard Bounced
Triggers when a Brevo campaign marketing email is hard bounced.
Trigger
Marketing Email Opened
Triggers when a Brevo campaign marketing email is opened.
Trigger
New Campaign Status
Triggers when the status of a Brevo campaign is updated.
Trigger
Transactional Email Delivered
Triggers when a Brevo transactional email is delivered.
Trigger
Transactional Email Hard Bounced
Triggers when a Brevo transactional email is hard bounced.
Trigger
Transactional Email Opened
Triggers when a Brevo transactional email is opened.
Action
Add or Update Associations
Adds or updates associations to companies, deals or contacts in Brevo.
Action
Add or Update Company
Create a new company or update an existing one in Brevo.
Action
Add or Update Contact
Creates or updates a contact. An attribute you map but leave EMPTY is IGNORED - the stored value is preserved, not deleted. Because of that, this action cannot CLEAR an attribute: to empty one, edit it in Brevo directly. Note an explicit null does not clear on Brevo either.
Action
Add or Update Deal
Create a new deal or update an existing one in Brevo.
Action
Delete Company
Deletes the selected company in Brevo, identified by its company ID.
Action
Delete Contact
Deletes the selected contact in Brevo. The contact can be identified by its email address or its contact ID.
Action
Delete Deal
Deletes the selected deal in Brevo, identified by its deal ID.
Action
Event Create
Create event for selected contact.
Action
Find Company
Finds companies in Brevo whose name matches the name you supply. Returns every match, up to 50.
Action
Find Deal
Finds deals in Brevo whose name matches the name you supply. Returns every match, up to 50.
Action
Remove Associations
Removes associations between companies, deals, or contacts in Brevo.
Action
Search Contact
Check if a contact exists in Brevo and fetch the contact details. Contact can be found by email, mobile phone number, Brevo contact ID, external ID, Whatsapp ID and landline number.
Action
Send Transactional Email
Sends an email from your Brevo account with HTML or plain text content.
Action
Send Transactional SMS
Sends an transactional SMS from your Brevo account.
Action
Unsubscribe Contact
Unsubscribe contact from the list(s) he belong to.
Trigger
Document completed
Polling trigger. Fires when a document reaches completed status. Dedup by document id.
Trigger
Document completed (instant)
Instant trigger: fires when a PandaDoc document reaches the completed state. Self-registering — APIANT creates the PandaDoc webhook when you turn the automation on and removes it when you turn it off, so there is nothing to paste. Only document_state_changed events with status document.completed are passed through; each fires once with the document id, name, status, created/modified/completed timestamps and the full document object.
Trigger
Document updated
Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
Action
Change document status
Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
Action
Create contact
Creates a new contact.
Action
Create document from template
Creates a new document from a template, with recipients, tokens, fields, and pricing tables.
Action
Create document link
Generates a shareable session link for a recipient to view/sign a document.
Action
Delete contact
Deletes a contact by ID.
Action
Delete document
Deletes a document by ID.
Action
Download document PDF
Returns the document as a PDF file. Use watermark options as needed.
Action
Find document by name
Finds a document by name and emits its ID. An error occurs if none or more than one is found.
Action
Get document details
Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
Action
Get document entered data
Emits arrays of field and token names and values for the specified document.
Action
Get document status
Returns the current status of a document by ID.
Action
Get template details
Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
Action
List contacts
Lists contacts in the workspace.
Action
List documents
Lists documents, optionally filtered by status, template, folder, or search query.
Action
List folders
Lists document folders.
Action
List members
Lists workspace members (users).
Action
List templates
Lists available document templates.
Action
Send document
Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
Action
Update contact
Updates an existing contact by ID.

Each app on its own

The other way round: PandaDoc to Brevo